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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
451
Brighton Jones LLC
Washington
$1.56M +$297K +1,701 +27%
PCA
452
Pallas Capital Advisors
Massachusetts
$1.55M -$415K -2,380 -23%
CWA
453
Crux Wealth Advisors
California
$1.54M -$59.1K -339 -4%
CG
454
Caprock Group
Idaho
$1.54M +$129K +741 +10%
LWMM
455
Legacy Wealth Management (Mississippi)
Mississippi
$1.5M -$1.56M -8,935 -54%
SCM
456
Sterling Capital Management
North Carolina
$1.49M +$354K +2,030 +36%
SFG
457
SNS Financial Group
Minnesota
$1.49M +$1.34M +7,708 New
AF
458
Avanza Fonder
Sweden
$1.48M -$544K -3,117 -29%
CFG
459
Chapman Financial Group
Hawaii
$1.47M -$87.2K -500 -6%
CAM
460
Carret Asset Management
New York
$1.45M – – –
HCP
461
Holt Capital Partners
Texas
$1.43M +$59.3K +340 +5%
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$1.42M – – –
GRP
463
Global Retirement Partners
California
$1.39M +$1.25M +7,179 New
SCM
464
Suvretta Capital Management
New York
$1.39M – – –
GWM
465
Geneos Wealth Management
Colorado
$1.38M -$51.4K -295 -4%
DILIC
466
Dai-ichi Life Insurance Company
Japan
$1.37M -$106K -608 -8%
UWS
467
Unique Wealth Strategies
Illinois
$1.37M -$5.75K -33 -0.5%
DACS
468
Dymon Asia Capital (Singapore)
Singapore
$1.35M -$2.44M -14,000 -67%
OTL
469
Oak Thistle LLC
New York
$1.35M +$1.22M +6,992 New
IIM
470
INTECH Investment Management
Florida
$1.35M -$56.3K -323 -4%
TMAM
471
Tokio Marine Asset Management
Japan
$1.35M – – –
PIM
472
Plato Investment Management
Australia
$1.34M -$311K -1,782 -20%
HHRDM
473
H&H Retirement Design & Management
Nevada
$1.32M +$698 +4 +0.1%
AG
474
AlTi Global
New York
$1.29M +$4.36K +25 +0.4%
KCM
475
Kennedy Capital Management
Missouri
$1.28M -$31K -178 -3%
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